Musk responds to Anthropic not renewing the lease: willing to reclaim all computing power

According to a report by the Financial Associated Press, the computing power lease contract between Anthropic and SpaceX will not be extended beyond the second quarter of 2027. Under the contract, Anthropic has been paying SpaceX $1.25 billion per month for computing power since May of this year, and after the expansion of cooperation in December, the monthly rent will increase to $3.1 billion.

SpaceX's third-quarter financial report shows that nearly one-third of the company's revenue for the quarter came from Anthropic, and it is expected that the cumulative related revenue will reach $120.5 billion by fiscal year 2029. In response to the news of Anthropic not renewing the contract, Musk stated on X that SpaceX would be happy to reclaim all computing power, but believes the reality may be quite the opposite. Currently, the market has mixed interpretations of this, with some opinions suggesting that Anthropic may have found alternative suppliers, while others view it as a signal of a slowdown in computing power expansion.